Unlock the power of the Infinite Banking Concept
Discover how uniting your family under the Infinite Banking Concept can amplify financial security and growth for all.
There’s a better way.
Build a Family Money Pool
Become the Banker as it relates to your needs
And keep the money in your Family where it belongs
70% of families lose their wealth within three generations.
They allowed all the money to flow through their hands and onto the books of someone else’s bank … I say that again … someone else’s bank. This means all the Family’s financial energy is continually being transferred away.
This family has lost out on the opportunity to build long-term financial stability and legacy, not only for the current generation, but for every generation that comes after. That’s a problem.
If you knew there was a solution to that problem, a better way to secure your family’s future for generations, wouldn’t you want to learn more?
Here’s your chance to build lasting wealth.
With Ascendant Financial as your guide, you’ll learn to empower your family’s financial future by:
And ultimately we’re going to show you how to become the hero of your family’s financial story!
Your 7 Step Journey with Ascendant Financial: Step-by-Step
Step 1: Understanding the Problem So the Solution Actually Matters to You
Before diving into solutions, it’s crucial to understand the problem. Start by reading R. Nelson Nash’s book, “Becoming Your Own Banker”, and watching our “Introduction to the Infinite Banking Concept” program. As you explore these resources, develop your insights and clarify any questions you have. This preparation ensures that when we move to the next step, you’ll get the most value out of our conversation.
Step 2: Personalized Consultation with an Authorized Family Banking Practitioner
Your journey continues with a one-on-one conversation with an Authorized Family Banking Practitioner on our team. During this meeting, we’ll take the time to understand your unique financial situation, objectives, and values. Together, we’ll determine whether there’s a basis for us to work together.
Step 3: Personalized Recommendation
After our initial conversation, our team will prepare a recommendation that is tailored to the best starting point for your Family Banking journey.
Step 4: Review and Clarity Session
Next, we’ll meet again to review our recommendation and share key insights. This session is all about you—ensuring that all your questions are answered and that you have complete clarity before moving forward. Our priority is to make sure you feel fully informed and confident.
Step 5: Application for Your Policy or System of Policies
Once you’re ready, we’ll assist you in applying for your policy or system of policies. This application process is simply the next step in your journey and doesn’t commit or bind you to anything at this stage.
Step 6: Onboarding and Implementation
Once your policy (or system of policies) is in place, we’ll guide you through an exciting onboarding process that sets the stage for implementing the Family Banking Concept. This is where the real journey begins, and we’re here to make sure you start off on the right foot.
Step 7: Ongoing Coaching and Community Support
We don’t just leave you to figure it out on your own. As your Coach—we are responsible to you, not for you. You’ll receive ongoing coaching, mentoring and Client exclusive resources to ensure you’re fully supported. Plus, you’ll have access to a community of like-minded clients who share your vision and values.
Family Banking is a Lifestyle, Not a Financial Plan
This process is not about investments of any kind, it’s all about controlling how you finance the things in life, which can certainly include investments.
Becoming Your Own Banker requires understanding, commitment, and the right guidance. That’s why having a knowledgeable, experienced coach by your side is essential. At Ascendant Financial, we’re here to ensure you not only have the best tool to get the job done, but also the expertise and support to use it effectively, so you can truly realize all of the benefits of this process with confidence.
Eager to learn more about the Family Banking System?
Join our free webinar to discover how Family Banking can transform your family’s future for generations.
Quick Reminder: We Have Plenty of Resources Tailored to Your Learning Style.
After finishing, if you want more, explore additional resources tailored for your preferred method of learning!